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Atlantic Union Bankshares’s Brookfield Renewable BEPC Stock Holding History

Atlantic Union Bankshares’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Sell
2,858
-611
-18% -$23.7K ﹤0.01% 769
2026
Q1 		$138K Buy
3,469
+552
+19% +$22.5K ﹤0.01% 665
2025
Q4 		$112K Sell
2,917
-2,427
-45% -$97.6K ﹤0.01% 723
2025
Q3 		$184K Buy
+5,344
New +$183K ﹤0.01% 614
2024
Q4 		– Sell
-9,078
Closed -$296K – 313
2024
Q3 		$296K Sell
9,078
-182
-2% -$5.28K 0.02% 275
2024
Q2 		$263K Buy
+9,260
New +$259K 0.02% 279

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Atlantic Union Bankshares's BEPC Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Brookfield Renewable (BEPC) stake by 18% in Q2 2026, selling an estimated $23.7K and leaving 2,858 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Atlantic Union Bankshares first reported a position in BEPC in Q2 2024 and has held it in 6 quarters since. The position peaked at $296K in Q3 2024. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Atlantic Union Bankshares held 2,858 shares of Brookfield Renewable worth $106K as of Q2 2026.
  • Atlantic Union Bankshares sold 611 Brookfield Renewable shares in Q2 2026, an estimated $23.7K.
  • Brookfield Renewable made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #769 holding.
  • Atlantic Union Bankshares first reported a position in Brookfield Renewable in Q2 2024 and has held it in 6 quarters since.
  • Atlantic Union Bankshares's Brookfield Renewable position peaked at $296K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.